Does your client dump on you in the beginning of the case, and then during discovery you're forced to go through mountains of paperwork or digital data to determine what's discoverable? If so, that's okay now that you've got a great method to organizing, searching, and tagging you're client's madness when it arrives. BONUS TIP: Save your client's data in a SharePoint document library powered by Microsoft OneDrive. Then, export that folder to excel, combine it with this index, upload it to Microsoft Lists, and connect it to your SharePoint site. Need help? Just call me!
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Client Docs Index - Microsoft List
This is a formatted Microsoft Excel file. Use the "from Excel" feature when creating your Microsoft List. Format your column data, create the list, and you're ready to go.
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